Transitioning or Breaking Away Services

Overview

Legal risks. Business Factors. Regulatory Considerations. Navigating through these and other issues are challenging, particularly as financial professionals breakaway from one firm to either form their own firm or merge with another team, acquire a practice or sell their book of business. The attorneys at the Jacko Law Group, PC (“JLG”) focus on transition services and are ready to provide solutions for complex issues you will face during this journey.

With deep industry knowledge, our attorneys have deep experience in supporting business transitions. We understand that every course may vary, dependent upon the path selected and your needs.

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